Q1 2020 Holdings
Filed 2020-04-20 | 76 holdings | $11.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $2.5M | 54,521 | 21.7% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $2.0M | 26,329 | 17.6% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $1.8M | 6,445 | 16.1% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $1.3M | 9,288 | 11.7% |
| Adobe Inc(ADBE) | COM | 00724F101 | $1.0M | 3,162 | 8.8% |
| Chewy Inc(CHWY) | CL A | 16679L109 | $960.0K | 25,618 | 8.4% |
| Chegg Inc(CHGG) | COM | 163092109 | $871.0K | 24,357 | 7.6% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $827.0K | 21,034 | 7.2% |
| First TR Exchng Traded FD VI(DFEB) | US EQT DEEP DUFR | 33740F771 | $5.3K | 192,737 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $3.2K | 13,281 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $2.8K | 1,427 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $2.7K | 16,712 | 0.0% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $2.4K | 20,549 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $2.4K | 11,823 | 0.0% |
| Target Corp(TGT) | COM | 87612E106 | $2.3K | 25,052 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $2.3K | 30,852 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $2.3K | 17,478 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $2.3K | 42,536 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $2.2K | 37,473 | 0.0% |
| Zoom Video Communications in(ZM) | CL A | 98980L101 | $2.2K | 14,814 | 0.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $2.1K | 8,890 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $2.1K | 10,999 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $2.0K | 5,451 | 0.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $2.0K | 9,285 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $2.0K | 12,123 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $2.0K | 1,718 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $2.0K | 8,186 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $1.9K | 7,747 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $1.9K | 8,323 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.9K | 12,088 | 0.0% |
| Procter & Gamble Co(PG) | COM | 742718109 | $1.8K | 16,746 | 0.0% |
| Resmed Inc(RMD) | COM | 761152107 | $1.8K | 12,484 | 0.0% |
| Unilever PLC | SPON ADR NEW | 904767704 | $1.8K | 35,545 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $1.7K | 59,553 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $1.7K | 6,105 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $1.7K | 4,042 | 0.0% |
| Templeton Global Income FD | COM | 880198106 | $1.6K | 296,816 | 0.0% |
| Waste Connections Inc(WCN) | COM | 94106B101 | $1.5K | 19,350 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $1.5K | 15,456 | 0.0% |
| Cboe Global Markets Inc(CBOE) | COM | 12503M108 | $1.4K | 16,098 | 0.0% |
| Ecolab Inc(ECL) | COM | 278865100 | $1.4K | 8,792 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $1.1K | 6,766 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $1.1K | 4,049 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $993 | 35,566 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $991 | 3,897 | 0.0% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $978 | 7,645 | 0.0% |
| Masimo Corp(MASI) | COM | 574795100 | $977 | 5,516 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $969 | 1,956 | 0.0% |
| Petmed Express Inc(PETS) | COM | 716382106 | $960 | 33,349 | 0.0% |
| Digital Rlty TR Inc(DLR) | COM | 253868103 | $944 | 6,798 | 0.0% |